- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
PGIM India Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | PGIM India Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹8282 Cr | ₹978 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 15 Nov 2004 | 04 Feb 2021 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate Index | CRISIL Hybrid 50+50 Moderate TRI |
| Turn Over | 334% | % |
| Expense Ratio | 1.76 | 2.18 |
| Manager | Ashutosh Bhargava | Puneet Pal |
| ISIN Code | INF204K01596 | INF663L01V72 |
| Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 | PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.8% | -2.25% |
| 6 Month | 1.98% | -8.02% |
| 1 Year | 12.89% | 3.97% |
| 3 Year | 11.83% | 7.6% |
| 5 Year | 12.32% | - |
SIP Return Analysis
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | -5.8% |
| 1 Year | 8.2% | -8.84% |
| 3 Year | 14.52% | 6.01% |
| 5 Year | 13.96% | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.38% | 10.32% |
| 3 Year | 11.8% | 9.8% |
| 5 Year | 12.32% | - |
Risk Management
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 6.21% | 8.876% |
| Sharp | 0.79% | 0.244% |
| Beta | 0.86% | - |
| Alpha | 2.82% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Ashutosh Bhargava | Puneet Pal |
| Total AUM | ₹121448 Cr | ₹20950 Cr |
| Fund Manage | 12 | 19 |
| Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | PGIM India Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 41.92 | 34.76597 |
| Large Cap | 51.08 | 48.72882 |
| Mid Cap | 11.66 | 10.99034 |
| Small Cap | 7.54 | 5.51485 |
Sector Allocation
| Scheme Name |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 41.92 | 33.82083 |
| Petroleum Products | 2.38 | - |
| IT - Software | 7.22 | - |
| Cement & Cement Products | 1.12 | - |
| IT - Services | 0.27 | - |
| Construction | 2.1 | - |
| Consumer Durables | 2.52 | - |
| Diversified FMCG | 3.49 | - |
| Banks | 15.43 | - |
| Automobiles | 2.54 | - |
| Aerospace & Defense | 0.98 | - |
| Electrical Equipment | 1.62 | - |
| Pharmaceuticals & Biotechnology | 1.85 | - |
| Ferrous Metals | 0.52 | - |
| Realty | 1.82 | - |
| Transport Infrastructure | 2.16 | - |
| Personal Products | 1.61 | - |
| Industrial Products | 0.4 | - |
| Telecom - Services | 4.13 | - |
| Insurance | 2.85 | - |
| Finance | 1.76 | - |
| Transport Services | 0.46 | - |
| Retailing | 1.61 | - |
| Power | 3.35 | - |
| Financial Technology (Fintech) | 1.09 | - |
| Healthcare Services | 0.24 | - |
| Auto Components | 1.47 | - |
| Diversified | 0.55 | - |
| Other Utilities | 0.36 | - |
| Beverages | 1.42 | - |
| Textiles & Apparels | 0.74 | - |
| Food Products | 0.52 | - |
| Leisure Services | 1.7 | - |
| Energy | - | 5.62818 |
| Industrials | - | 8.30037 |
| Technology | - | 6.75626 |
| Healthcare | - | 5.60277 |
| Financial Services | - | 19.03349 |
| Basic Materials | - | 3.50267 |
| Consumer Cyclical | - | 7.01204 |
| Consumer Defensive | - | 5.03145 |
| Communication Services | - | 3.41 |
| Utilities | - | 1.15461 |
| Real Estate | - | 0.74731 |
Top Comparisons
ICICI Prudential Multi-Asset Fund - Growth
3Y Returns17.96%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan
3Y Returns6.9%
HSBC Corporate Bond Fund - Regular Growth
3Y Returns5.97%
Franklin India Equity Hybrid Fund - Growth Plan
3Y Returns13.78%
Tata Hybrid Equity Fund- Regular Plan - Growth Option
3Y Returns11.37%
LIC MF Short Term Debt Fund Regular - Growth
3Y Returns5.47%
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns5.98%
